Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,580 | $27,243-50.2% | $52,425-74.1% | $79,634-82.9% |
| Participation rate | 3.6% | 22.4%-18.8pp | 55.6%-52.0pp | 62.5%-58.8pp |
| Annual return | 20.39% | 63.36%-43.0pp | 302.12%-281.7pp | 36.46%-16.1pp |
| Employer contribution / active EE | $63 | $319-80.4% | $914-93.2% | $2,529-97.5% |
| Participant deferral / active EE | $81 | $636-87.3% | $1,790-95.5% | $3,835-97.9% |
| Admin fee / account holder | $697 | $2,105-66.9% | $2,495-72.1% | $1,002-30.5% |